We are live on ! Find out more
REET icon

iShares Global REIT ETF

249 hedge funds and large institutions have $1.19B invested in iShares Global REIT ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1.34% less ownership

Funds ownership: 44.73%43.39% (-1.3%)

7% less funds holding

Funds holding: 268249 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less capital invested

Capital invested by funds: $1.55B → $1.19B (-$361M)

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.19%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
24
Increased
107
Reduced
86
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Camarda Financial Advisors
Florida
-$3.6M -123,218 Closed
EVM
252
Eaton Vance Management
Massachusetts
-$2.47M -84,422 Closed
Wellington Management Group
253
Wellington Management Group
Massachusetts
-$2.35M -80,383 Closed
AC
254
Avestar Capital
New York
-$1.47M -50,447 Closed
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
-$721K -24,682 Closed
CIAS
256
CFS Investment Advisory Services
New Jersey
-$1K -19,658 Closed
OC
257
Oppenheimer & Co
New York
-$547K -18,723 Closed
Natixis Advisors
258
Natixis Advisors
Massachusetts
-$438K -15,011 Closed
BC
259
Brio Consultants
California
-$376K -12,883 Closed
ASN
260
Advisory Services Network
Georgia
-$371K -12,687 Closed
CA
261
Cornerstone Advisory
Maryland
-$354K -12,127 Closed
LCAM
262
London & Capital Asset Management
United Kingdom
-$351K -12,000 Closed
YIH
263
Y-Intercept (HK)
Hong Kong
-$340K -11,623 Closed
RCG
264
Regatta Capital Group
California
-$299K -10,232 Closed
CFO
265
Collective Family Office
Pennsylvania
-$276K -9,461 Closed
BFG
266
Barber Financial Group
Kansas
-$271K -9,289 Closed
HA
267
Hofer & Associates
California
-$269K -9,220 Closed
CIM
268
Cambria Investment Management
California
-$256K -8,750 Closed
TSS
269
Two Sigma Securities
New York
-$235K -8,050 Closed
EH
270
Equitable Holdings
New York
-$229K -7,850 Closed
VF
271
Virtu Financial
New York
-$222K -7,590 Closed
HNWA
272
Henrickson Nauta Wealth Advisors
Michigan
-$211K -7,231 Closed
PWM
273
Paulson Wealth Management
Illinois
-$208K -7,111 Closed
IWC
274
Integrated Wealth Concepts
Massachusetts
-$207K -7,103 Closed
BAM
275
Bosun Asset Management
Illinois
-$203K -6,934 Closed

REET Hedge Fund Activity: Q2 2022 in Review

249 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q2 2022, worth a combined $1.19B — down 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of REET and 24 opened new positions — a net loss of 13 holders — while 86 trimmed existing stakes and 107 added.

The largest buyer was Great Lakes Advisors, adding an estimated $16.6M. The largest seller was Jones Financial Companies, cutting an estimated $48.4M.

  • 249 institutional investors held iShares Global REIT ETF (REET) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $1.19B of iShares Global REIT ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 24 funds opened new iShares Global REIT ETF positions in Q2 2022 and 37 closed out, a net change of -13 holders.
  • The largest iShares Global REIT ETF buyer in Q2 2022 was Great Lakes Advisors, an estimated $16.6M added.
  • The largest iShares Global REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.